Solitude Financial Services

All 13F Filings

Location
Charlottesville, VA
Most recent 13F
Q2 2026
Holdings value ($000)
361,229
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/24/2026 42 361,229 13F-HR Solitude Financial Services
Q1 2026 4/16/2026 39 338,142 13F-HR Solitude Financial Services
Q4 2025 1/15/2026 38 303,312 13F-HR Solitude Financial Services
Q3 2025 11/5/2025 37 292,212 13F-HR Solitude Financial Services
Q2 2025 7/23/2025 39 276,006 13F-HR Solitude Financial Services
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 210 (0.1% of total reported value) · QoQ Δ: +210
Type Value ($000) Share % Inflow Outflow Net
Stocks 141.5 K 39.2% 0 3.985 K -3.985 K
ETFs 219.5 K 60.8% 26.86 K 0 26.86 K
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Fund Snapshot

Q2 2026
Latest filed
7/24/2026
Total value ($000)
361,229
Holdings
42
QoQ value change ($000)
23,087 (6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.